SDAM
EPR icon

Shulman DeMeo Asset Management’s EPR Properties EPR Stock Holding History

Shulman DeMeo Asset Management’s Portfolio EPR Stock Details EPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-4,142
Closed -$318K – 138
2019
Q3 		$318K Buy
+4,142
New +$315K 0.11% 93

Other funds holding EPR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Shulman DeMeo Asset Management's EPR Position: Q4 2019 in Review

Shulman DeMeo Asset Management sold out of EPR Properties (EPR) in Q4 2019, closing a stake of 4,142 shares — an estimated $318K sold.

Shulman DeMeo Asset Management first reported a position in EPR in Q3 2019 and held it in 1 quarter. The position peaked at $318K in Q3 2019. 425 funds tracked by Wall St. Rank hold EPR as of Q4 2019.

  • Shulman DeMeo Asset Management reported no remaining EPR Properties position as of Q4 2019 after selling out during the quarter.
  • Shulman DeMeo Asset Management sold 4,142 EPR Properties shares in Q4 2019, an estimated $318K.
  • Shulman DeMeo Asset Management first reported a position in EPR Properties in Q3 2019 and held it in 1 quarter.
  • Shulman DeMeo Asset Management's EPR Properties position peaked at $318K in Q3 2019.
  • 425 funds tracked by Wall St. Rank held EPR Properties as of Q4 2019.

Based on Shulman DeMeo Asset Management's 13F filing for Q4 2019, filed 15 Jan 2020.